WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
-$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$767K
3
+$464K
4
WBA
Walgreens Boots Alliance
WBA
+$425K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$357K

Top Sells

1
+$856K
2
+$360K
3
+$221K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$173K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$94.8K

Sector Composition

1 Technology 12.66%
2 Industrials 10.89%
3 Healthcare 10.1%
4 Consumer Discretionary 4.87%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$10.8K 0.01%
216
527
$10.7K 0.01%
80
528
$10.7K 0.01%
169
529
$10.7K 0.01%
200
530
$10.6K 0.01%
108
531
$10.6K 0.01%
174
532
$10.4K 0.01%
300
-200
533
$10.4K 0.01%
142
534
$10.3K 0.01%
296
535
$10.2K 0.01%
341
+15
536
$10.2K 0.01%
729
537
$10.1K 0.01%
93
538
$10.1K 0.01%
66
-13
539
$10.1K 0.01%
307
540
$10.1K 0.01%
187
541
$9.99K 0.01%
133
542
$9.98K 0.01%
201
543
$9.98K 0.01%
162
544
$9.97K 0.01%
154
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545
$9.96K 0.01%
614
546
$9.95K 0.01%
270
+100
547
$9.88K 0.01%
+200
548
$9.87K 0.01%
200
-208
549
$9.83K 0.01%
500
550
$9.72K 0.01%
90
20 21
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